Golden State Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Golden State Wealth Management’s Portfolio DFAE Stock Details DFAE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$483	Hold	12	–	–	﹤0.01%	1544
2026 Q1	$406	Hold	12	–	–	﹤0.01%	1524
2025 Q4	$391	Hold	12	–	–	﹤0.01%	1601
2025 Q3	$378	Hold	12	–	–	﹤0.01%	1590
2025 Q2	$347	Hold	12	–	–	﹤0.01%	1512
2025 Q1	$311	Hold	12	–	–	﹤0.01%	1533
2024 Q4	$304	Buy	+12	New	+$318	﹤0.01%	1454

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Golden State Wealth Management's DFAE Position: Q2 2026 in Review

Golden State Wealth Management held its Dimensional Emerging Core Equity Market ETF (DFAE) position steady in Q2 2026 at 12 shares worth $483. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

Golden State Wealth Management first reported a position in DFAE in Q4 2024 and has held it in 7 quarters since. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Golden State Wealth Management held 12 shares of Dimensional Emerging Core Equity Market ETF worth $483 as of Q2 2026.
Golden State Wealth Management left its Dimensional Emerging Core Equity Market ETF share count unchanged in Q2 2026.
Dimensional Emerging Core Equity Market ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1544 holding.
Golden State Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.